Admittedly, the Shiller P/E isn't a timing tool and provides no clues as to when equities hit a temporary top. But when ...

The chart of the day What we're watching What we're reading Economic data releases and earnings As many readers will have heard by now, Big Tech companies are set to spend a ton of money this year on ...

But as our Chart of the Week shows, the market ... stock rout was a reminder that there remains a decent amount of headline risk, especially considering that the expectation bar is much higher ...

DeepSeek's rise could challenge the sustainability of Big Tech earnings growth, a key pillar of the bull market rally.

He added, "Tech is at the forefront of the overall return for the market this year." Yesterday's more than 3% decline in the Nasdaq and 1.5% drop in ... in Krishna's chart below begin reversing ...